Document Vault

Using our Document Vault ensures secure storage and easy access to important files—providing peace of mind and efficiency.



 

Stay organized by keeping all of your financial, household, and personal documents in one safe place. Then you and your Janney Financial Advisor can securely share, store, and access documents with ease. Document Vault is available on your desktop or using Janney's mobile app.
 

Benefits:

  • Safely store documents in a safe, encrypted location.
  • Securely share documents with your Financial Advisor.
  • Organize and store your Estate Planning documents in one location.


How to upload your documents to Document Vault:

 

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Step 1:

Once logged into Online Access, select Document Vault.

Step 2 - Document Vault - 1774800-0125

Step 2:

Select + Add New Document.

Step 3 - Document Vault - 1774800-0125

Step 3:

Add document information and select Upload Document.

Step 4 - Document Vault - 1774800-0125

Step 4:

Organize, share, and manage your documents.

Frequently Asked Questions:


What types of information and documents can I store in my Document Vault?

You can store your banking, estate planning, and other important documents such as:

  • Banking documents (credit card, bank account(s), lines of credit, mortgage)
  • Retirement documents (Social Security, 401(k) plans, pension(s), IRAs, deferred compensation)
  • Investment documents (brokerage accounts, mutual fund accounts, education savings accounts, annuity contracts, executive compensation, and stock options)
  • Insurance documents (life, homeowner’s, health/Medicare, disability, long-term care, auto)
  • Business documents (incorporation, financials, account data)
  • Home management documents (home maintenance providers, rental property details, deeds, titles, appraisals)
  • Family, gifting, and estate documents (beneficiaries for non-Janney accounts, will, trusts, powers of attorney, charities, pre/post-nuptial agreements, separation/divorce/custody agreements, guardians, birth/death/marriage certificates, passports, Social Security cards, citizenship papers, military records)

What type of file format can I save in my document vault?

You can share and store common digital file types including PDFs, MS Word, Excel, and Google Docs.

How will my Financial Advisor know when I upload a document to my document vault?

When a document is uploaded to the Document Vault, your Financial Advisor will automatically be notified.

My Advisor shared a document with me. Can I view it in my Document Vault?

It depends on how the document was shared. Your Financial Advisor can upload documents directly to your Document Vault upon request. However, most documents shared with clients are delivered through MyJanney’s Message Center as attachments. To view these, select the profile icon in the top right corner of the MyJanney page (just below “Log Out”) and choose Messages from the dropdown menu.

Can I use Document Vault on the go with my mobile device?

Yes. You can access Document Vault and all of its features through the MyJanney mobile app, making it easy to view and manage your documents anytime, anywhere.

Who can I contact with Online Access questions?

For additional questions related to Online Access, please reach out to our Online Services team at 888.882.0012, or [email protected].


Need Assistance?

If you have trouble using the app, you may contact the Online Services team. Please have your Janney account information ready.

  • Phone: 888.882.0012
  • Email:  [email protected]
  • Monday through Friday: 7AM – 7PM EST
  • Saturday, Sunday, and Holidays: 7AM – 12PM EST

 

 

 

 

 

Talk to a Janney Financial Advisor

You don’t have to navigate your financial journey alone. Wherever you are today, a Janney Financial Advisor can help you create a personalized plan aligned with your goals, priorities, and evolving needs. With thoughtful guidance and strategies tailored to your unique circumstances, we’ll work with you to build a plan designed to help you Plan for More™ — today and in the years ahead.


Connect with an Advisor 

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/

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